The synergy of Microsoft Dynamics 365 CRM and SharePoint is undeniable. Linking them streamlines workflows, boosts collaboration, and enhances document management. Businesses leveraging Microsoft Dynamics 365 CRM often opt for the native SharePoint integration for its ease of use and cost-effective storage benefits.
In this blog, we will guide you through the process of setting up SharePoint and Dynamics 365 CRM integration.
You can also check out this video to understand the configuration process.
Setting up SharePoint and Dynamics 365 CRM Integration in 10 Simple Steps:
- Click on the Gear icon on the top right corner, then go to Advanced Settings.
- Go to Settings and choose Document Management.
- Select ‘Enable Sever-Based SharePoint Integration’ option and click next
- SharePoint integration can connect to both SharePoint Online or On-Premises. You can select either of them to connect based on your requirements. Here, we will select the online option. If multiple SharePoint…
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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